Client Group Intern
Core
Summer intern supporting business development, client service, sales, marketing, and product development within an investment management firm's Client Group.
Role type
Summer intern (business development & client service)
Builds
Client-facing content, marketing materials, and client service support for investment products
Domain
Investment management / Asset management
Deliverable
product features
Required skills
Market analysis, content creation, CRM management, calendar coordination, presentation skills, Microsoft Excel, Microsoft PowerPoint
Preferred skills
CRM tools, digital media, design tools, research tools, project management tools, SIE/Series 7/Series 63 licensing exam completion
Responsibilities
Conduct market and competitor analysis, support development of client-facing content, assist client service and sales partners, maintain CRM data, coordinate meetings and events, partner with external agencies
Seniority
Intern